Class Templates

Class templates are a way to quickly create a new series of classes without having to recreate every aspect of a class. Things to note about class templates:

• They can be used to create IRL and Virtual Public and Private classes

• They cannot be used to create appointments

Important:

After creating a class template, the system will process it overnight. This means classes will appear on your schedule the following morning, not immediately.

In this article we will cover:

• Global studio settings
• Creating a Template
• Creating a Series attached to a template
• Editing a Class Template Series vs a Scheduled Series

In this article, we will cover

Global Studio Settings

Enable Class Templates

• Go to Tools > Profile > Settings and scroll to toggle on "Class Templates."

Scroll up to "Class Templates"

• Choose how far into the future a series is created. For example, if you create a series for 12 months but only want 6 months published at a time, set it to 6 months.

  Choose how often new classes in a series should be created. For example, if you set this to 1 month, additional classes will be created every month.

  • Tip: This is useful if you plan a year’s worth of classes but want them added to your calendar quarterly. For instance, put 3 months in the initial schedule and 3 months in the next section, so new classes are launched every quarter.

Creating a Template

1. Go to Schedule & Programming

2. Scroll down to Class Templates

3. Click the yellow "+" button

4. Here you will create the default settings. All of these can be adjusted at the series level.

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5. Click "Save"

Creating a Series

Important Notes

• When you create a series the classes will be created between 11pm - 7am PST the same night

• If you edit the Class Series Template after the classes are created, it will not update already created classes. It will only affect future classes that have yet to be created.

• If you want to update a series after it is created, go to your calendar > find the series > edit it from there

Creating the Series

1. From the Class Template you created above, scroll down and click "Add a New Class Series."

2. Some information will pre-populate based on the Class Template, all of which you can edit.

• Enter the basic info:

• Recurrence: Choose options like weekly, monthly, etc., to schedule classes on the same day each week or month.

  Important: Editing a series after it’s on your calendar

  • Example: You make a series recur on M/W/F at 7am.
  • That series is created and appears on your calendar.
  • If you edit any class and choose "edit entire series," it will edit all classes in that series on your calendar (e.g., M/W/F at 7am).

  • It will NOT edit the template.

    Optional Info:

• If you are creating an "In-Person" series, you can check the box to create a virtual series as well.
• Note: The virtual series is not linked to the in-person one. It duplicates all information and makes it virtual. When editing later, you must edit the in-person and virtual series separately.
• Click "Save."

Reminder: Classes will be created overnight, based on the settings from the first section above.

Editing a Class Template Series vs a Scheduled Series

1. If you edit the Series that is inside the template, it will only affect classes that are yet to be created. It will not change any classes already on your schedule.

2. To change classes on your schedule go to your calendar and choose the class and click edit.

   • When you click save it will ask you to change that class or the series

   • Choosing "Series" only impacts the classes already on your calendar, it does not change the settings in your class template